[CM] How and When to Delete a CM Statement

Important: Only one CM statement can be open at a time. To edit an older or previously reconciled statement, delete any later statements first.

Steps:

1. Un-clear Entries

   • Open the statement in CM Clear Entries (e.g., 11/30/22).

   • Click Undo to un-clear all entries.

2. Delete the Statement

   • In CM Statement Control, click the Red X / Trashcan.

   • If grayed out, delete the statement from the Grid tab.

3. Repeat for Earlier Statements (if needed)

   • Delete later statements sequentially until you reach the period needing corrections.

4. Reopen the Target Statement

   • In CM Statement Control, set the prior month (e.g., 10/31/22) to Open and Save.

5. Make Corrections

   • Open CM Clear Entries and make the necessary changes.

6. Re-close the Prior Statement

   • Close the statement in CM Statement Control and Save.

7. Re-add the Current Statement

   • Click New in CM Statement Control to add the current month (e.g., 11/30/22).

8. Continue Reconciliation

   • Open CM Clear Entries and resume clearing items for the current statement.